true potential
Will Roberts IFAOnline True Potential is launching a platform next year which could be up and running by Q1. The services provider says it has been working on the proposition throughout this year and has conducted a full review of the sector following requests from clients. “We have studied existing platforms in depth, and we think there…
Nicholas Paler New Model Adviser National IFA and technology provider True Potential is building a wrap platform, which it plans to launch in the first quarter of next year. The company, which has been working on the proposition throughout 2010, is building its own technology in-house rather than relying on a white-labelled solution. Mark Henderson, senior partner,…
Money Marketing Natalie Holt IFA services provider True Potential is launching a wrap platform, which could be operating as early as the first quarter of next year. This week’s Money Marketing reveals the firm has been developing the platform over the last 12 months, with funding from business profits and private investment from partners and senior partners.…
Hi all Attached is our latest monthly business focus – with this one concentrating on the implementation of our new firms. Getting a firm fully implemented is a huge job for us at True Potential and we believe in doing as much as possible on behalf of our clients and before they go live. We think that…
Money Marketing Natalie Holt IFA services provider True Potential has added valuation links with three new platform providers to allow clients access to asset valuations via their adviser’s website. Firms using True Potential can now provide clients with an online valuation of assets held on Nucleus, Parmenion and Praemium. Senior partner Mark Henderson says: “The addition of…
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